AVP Dealer Transformation

Sun Life Financial; Toronto; Hybrid; CAD 155,000 - 225,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Sun Life Financial invites an experienced AVP, Dealer Transformation to lead the evolution of the Retail Wealth Platform and a multi-year transformation roadmap. You will partner across Distribution, Operations, Technology, Compliance, Risk and Product to deliver meaningful outcomes and position Sun Life for the future of wealth management.

This executive role requires senior leadership in wealth management or financial services, a strong understanding of the Canadian advisor ecosystem, and a

Qualifications

• Senior leadership experience in wealth management or financial services.
• Strong understanding of Canadian wealth/ advisor ecosystem.
• Proven track record leading large-scale transformation initiatives.

Responsibilities

• Develop and execute the Retail Wealth Platform strategy and transformation roadmap.
• Lead enterprise-wide initiatives that modernize advisor and client experiences.
• Drive digital, data, automation, and AI-enabled capabilities across the dealer.
• Identify and implement opportunities to simplify processes, improve scalability, and increase operational efficiency.
• Partner with business leaders to build capabilities that support advisor growth and business expansion.
• Provide strategic leadership on technology modernization and platform evolution.

Job description

Introduction

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Shape the Future of Wealth Management Sun Life is seeking an experienced and forward-thinking AVP, Dealer Transformation to lead the evolution of our Retail Wealth Platform and transformation strategy. This executive role will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of our wealth business.

As a key member of the Dealer Leadership Team, you will serve as a business platform owner, partnering across Distribution, Operations, Technology, Compliance, Risk, and Product teams to deliver meaningful business outcomes and position Sun Life for the future of wealth management.

What Will You Do?

• Develop and execute the Retail Wealth Platform strategy and transformation roadmap.
• Lead enterprise-wide initiatives that modernize advisor and client experiences.
• Drive digital, data, automation, and AI-enabled capabilities across the dealer.
• Identify and implement opportunities to simplify processes, improve scalability, and increase operational efficiency.
• Partner with business leaders to build capabilities that support advisor growth and business expansion.
• Provide strategic leadership on technology modernization and platform evolution.
• Translate regulatory and industry changes into practical business solutions.
• Influence and align senior stakeholders to successfully deliver complex transformation initiatives.

What Do You Need to Succeed?

• Senior leadership experience in wealth management, financial services, consulting, or business transformation.
• Strong understanding of the Canadian wealth management and advisor ecosystem.
• Proven track record leading large-scale business transformation initiatives.
• Experience developing strategic roadmaps and delivering measurable business outcomes.
• Expertise in digital transformation, automation, data, AI, and platform modernization.
• Strong business and financial acumen with experience building business cases and assessing investment opportunities.
• Knowledge of Canadian securities regulations and dealer operations.
• Exceptional executive communication, influence, and stakeholder management skills.

Why Join Sun Life?

This is a unique opportunity to lead one of the most significant transformation mandates within Sun Life Wealth, helping shape the future advisor and client experience while driving growth, innovation, and operational excellence across the business.

Compensation and Benefits

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Salary Range: 155,000/155 000 - 225,000/225 000

Job Category: Sales - Distribution Support

Posting End Date: 15/10/2026

Our Culture

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter. We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Together, we can make the future brighter.